Procedures & Documentation for NRI Demat Account
You may commence using the account once the necessary formalities have been fulfilled:
Kotak Securities will provide you with the NRI 3 in 1 Demat Account, which combines PIS, Demat, and Trading accounts, ensuring a seamless and effortless online trading experience.
Please note: Your PIS account will be opened with Kotak Mahindra Bank Limited.
How to open an NRI Demat Account online?

Opening a NRI 2-in-1 demat account, or NRI 3-in-1 demat account can be a hassle-free process with minimal paperwork. Follow these 3 SIMPLE STEPS to open your NRI Account!
- Complete the contact form on our website (Our coordinator in your country will reach out and send the digitally filled account opening form)
- Sign the account opening form
- Submit documents (We'll arrange a free courier pick-up from your doorstep)
Please note: A coordinator serves as a liaison between the client and Lakshit Financial, assisting with account opening procedures and documentation only. Once the account is active, all operations and transactions will be conducted through online platforms provided by Kotak Securities in India.
Procedures
Documentation

Proof of identity
Indian Passport with e-visa copy or Foreign Passport with OCI copy

Address Proof
Bank statement/ Electricity bill/ Telephone bill/ Leave and license agreement/ Driving licence

Bank Proof
Bank statement/ Banker's verification (from a Schedule commercial bank only)

Copy of PAN Card

Photograph of account holder (pasted and signed across on form)


